Meb Faber
@MebFaber
가입 February 2009
2.7K 팔로잉 중 144K 팬
.@AB_insights Inigo Fraser Jenkins on why 60/40's diversification is broken:
“If we're talking about long duration government bonds, I think it's likely they will not perform the diversifying role that they've performed historically.”
“This post 2022 experience of a positive correlation of stock and bond returns actually looks more normal.”
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